2023 Form 5500 filing — H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011133527NAL0022845665001) for H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan, reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 007. It reports 844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133527NAL0022845665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wills Group, Inc.
- EIN
- 52-1461039
- Plan number
- 007
- Location
- La Plata, MD
- Participants
- 844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,998,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,998,965
- Employer contributions
- $4,811,248
- Participant contributions
- $1,733,714
- Total income / additions
- $12,812,848
- Benefits paid
- $7,166,684
- Administrative expenses
- $35,487
- Total expenses
- $7,172,695
- Net increase / (decrease)
- $5,640,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $19,300 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $16,202 | $0 |